Customer Relationship Management

Customer Relationship Management (CRM)

CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, CRM can help you look more professional to your customers and help improve business performance at the same time.

Managing customers is important and our CRM helps your Business with:

Manage and invoice projects with the powerful Project Management Feature

Link tasks to many CRM features and stay organized

Build professional, great looking estimates and invoices

Powerful support system with ability to auto import tickets

Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff

Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project

Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop

Create good looking proposals for leads or customers and increase sales

Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice

Know more about your customers with powerful CRM

Increase customer retention via built-in Surveys

Use the Goals Tracking feature to keep sales goals in mind

Create announcements for your staff members and customers

Custom fields can store extra information for customers, leads and more

Receive payments from Paypal and Stripe in different currencies

Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files

Follow ups, reports, notes, files and many more features

CRMs need to focus on customers with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.